Strategy Note /

Back On The Road

  • My first marketing trip post Covid to Mexico, meeting with the largest Afores & family offices.

  • EM is cheap - taxi ride discount = 80%. Key Qs: June low THE low, pace of US inflation decline/EU energy price path

  • Growing conviction: Fed will validate, not eradicate the hi nominal growth world & EM best risk - reward in such world

Jay Pelosky
Jay Pelosky

TPW Founder & Global Strategist

TPW Advisory
19 August 2022
Published byTPW Advisory


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